Passion Meets Commitment at Charles Schwab for SRA Alum Carina Bustos

Carina Bustos is an SRA alum, and a first-generation college graduate from Occidental College in 2015, majoring in Critical Theory and Social Justice. While in college, Carina took advantage of Students Rising Above’s robust career development support, landing internships with CPUC (California Public Utilities Commission) Administrative Law Judges Division Internship, the San Francisco District Attorney’s Office, and the Summer Affordable Housing & Community Development Internship at Occidental College.

Her combined passions for social justice and financial literacy, along with personal experiences in wealth management, led her to Charles Schwab. Learn more about her personal mission and what she does now as an Associate Financial Consultant.

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I am a proud alum and scholarship recipient of Students Rising Above. I am thankful to the organization for having connected me to promising summer internships throughout college which increased my exposure to a variety of career paths.

I am currently an Associate Financial Consultant at Charles Schwab and I serve as a partner for clients to become financially successful. In my role, I work with clients to understand their financial goals and investment objectives in order to provide them with ideas and solutions to achieve those goals.

My mission is to help any person irrespective of their wealth have access to comprehensive, competent, and ethical financial planning.

To share a little about my background, my parents immigrated to the United States from Mexico and I was one of the first in my family to graduate from college. From a young age, I had an interest in financial literacy and investing.

When my mother was diagnosed with lung cancer and passed away shortly after, my family had to deal with a complicated and costly probate process. This prompted my transition into the wealth management industry in order to educate myself and others on how important it is to create a financial plan to prepare for future life events and to achieve the life of your dreams.